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Pinnacle Financial Partners (Tennessee)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.16M Buy
36,217
+315
+0.9% +$9.6K 0.03% 254
2025
Q2 		$1.05M Buy
35,902
+12,136
+51% +$321K 0.02% 274
2025
Q1 		$595K Sell
23,766
-131
-0.5% -$3.59K 0.01% 312
2024
Q4 		$666K Buy
23,897
+425
+2% +$11.6K 0.01% 300
2024
Q3 		$611K Hold
23,472
– – 0.01% 311
2024
Q2 		$592K Hold
23,472
– – 0.01% 308
2024
Q1 		$544K Buy
23,472
+1,436
+7% +$31.8K 0.01% 321
2023
Q4 		$457K Buy
22,036
+3,424
+18% +$66.2K 0.01% 317
2023
Q3 		$338K Hold
18,612
– – 0.01% 330
2023
Q2 		$349K Sell
18,612
-2,152
-10% -$36.9K 0.01% 325
2023
Q1 		$338K Sell
20,764
-724
-3% -$11K 0.01% 329
2022
Q4 		$298K Buy
21,488
+392
+2% +$5.64K 0.01% 333
2022
Q3 		$294K Hold
21,096
– – 0.01% 313
2022
Q2 		$306K Hold
21,096
– – 0.01% 315
2022
Q1 		$395K Buy
21,096
+2,152
+11% +$39.2K 0.01% 299
2021
Q4 		$388K Sell
18,944
-480
-2% -$9.59K 0.01% 310
2021
Q3 		$360K Hold
19,424
– – 0.01% 307
2021
Q2 		$354K Hold
19,424
– – 0.01% 297
2021
Q1 		$315K Hold
19,424
– – 0.01% 293
2020
Q4 		$312K Hold
19,424
– – 0.02% 295
2020
Q3 		$280K Sell
19,424
-2,176
-10% -$30.3K 0.02% 293
2020
Q2 		$274K Hold
21,600
– – 0.02% 287
2020
Q1 		$215K Sell
21,600
-1,720
-7% -$19.6K 0.01% 309
2019
Q4 		$271K Buy
23,320
+1,720
+8% +$19K 0.02% 318
2019
Q3 		$227K Hold
21,600
– – 0.02% 322
2019
Q2 		$225K Hold
21,600
– – 0.02% 322
2019
Q1 		$214K Buy
+21,600
New +$204K 0.02% 320
2018
Q4 		– Sell
-21,600
Closed -$221K – 404
2018
Q3 		$221K Sell
21,600
-640
-3% -$6.38K 0.02% 318
2018
Q2 		$211K Buy
+22,240
New +$207K 0.02% 302
2017
Q4 		– Sell
-24,800
Closed -$205K – 318
2017
Q3 		$205K Buy
+24,800
New +$201K 0.03% 269

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SCHG Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.88% in Q3 2025, buying an estimated $9.6K and bringing the position to 36,217 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #254.

Pinnacle Financial Partners (Tennessee) first reported a position in SCHG in Q3 2017 and has held it in 30 quarters since. 1,510 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 36,217 shares of Schwab US Large-Cap Growth ETF worth $1.16M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 315 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $9.6K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #254 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Schwab US Large-Cap Growth ETF in Q3 2017 and has held it in 30 quarters since.
  • 1,510 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.